Clean Energy
Clean energy is electricity generated without burning fuel, and the equipment and projects that make it. Its economics have moved on from depending on subsidy to competing on cost, and the binding constraint has shifted from the generators to the grid that has to absorb them.
134 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 126 |
Fred Alger Management
New York
| $145M | +$87.8M | 4 | 0.74% | Increased |
|
| 127 |
Peconic Partners
New York
| $144M | -$475K | 1 | 18.27% | Reduced |
|
| 128 |
BlackRock Japan
Tokyo,
Japan
| $144M | -$1.91M | 7 | 0.49% | Reduced |
|
| 129 |
Santa Barbara Asset Management
Los Angeles,
California
| $143M | +$19.6M | 1 | 2.64% | Increased |
|
| 130 |
Canada Life
Winnipeg,
Manitoba, Canada
| $141M | -$777K | 22 | 0.41% | Reduced |
|
| 131 |
LM
Luminus Management
Houston,
Texas
| $139M | +$20.4M | 8 | 3.53% | Increased |
|
| 132 |
Axa
Paris,
France
| $138M | +$8.38M | 9 | 0.6% | Increased |
|
| 133 |
Soros Fund Management
New York
| $136M | $0 | 1 | 3.4% | Maintained |
|
| 134 |
Stifel Financial
St. Louis,
Missouri
| $134M | -$5.47M | 16 | 0.6% | Reduced |
|
| 135 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $134M | +$14M | 20 | 0.76% | Increased |
|
| 136 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $130M | +$21.4M | 11 | 3.05% | Increased |
|
| 137 |
Numeric Investors
Boston,
Massachusetts
| $130M | -$43.4M | 6 | 1.23% | Reduced |
|
| 138 |
Capital Fund Management (CFM)
Paris,
France
| $129M | +$85.6M | 8 | 1.19% | Increased |
|
| 139 |
Citigroup
New York
| $126M | +$557K | 42 | 0.12% | Increased |
|
| 140 |
Sarasin & Partners
London,
United Kingdom
| $120M | -$482K | 1 | 1.88% | Reduced |
|
| 141 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
| $119M | +$6.63M | 26 | 0.5% | Increased |
|
| 142 |
HSBC Holdings
London,
United Kingdom
| $118M | -$3.16M | 10 | 0.29% | Reduced |
|
| 143 |
Sanders Capital
West Palm Beach,
Florida
| $113M | -$79.3K | 1 | 0.89% | Reduced |
|
| 144 |
PointState Capital
New York
| $112M | +$78.9M | 3 | 1.16% | Increased |
|
| 145 |
Kovitz Investment Group Partners
Chicago,
Illinois
| $112M | -$3.77M | 3 | 6.89% | Reduced |
|
| 146 |
VanEck Associates
New York
| $109M | +$17.3M | 17 | 0.51% | Increased |
|
| 147 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| $108M | +$11.3M | 7 | 0.39% | Increased |
|
| 148 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $106M | -$163M | 5 | 0.5% | Reduced |
|
| 149 |
OM
Ospraie Management
New York
| $104M | $0 | 1 | 100% | Maintained |
|
| 150 |
Prudential plc
London, England,
United Kingdom
| $104M | +$166K | 3 | 0.39% | Increased |
|